NYSE$SPOT

Spotify Technologies SA · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

SPOT Q4 2026 — extraction skipped

Spotify Technologies SA filed Form 6-K (accession 0001140361-26-008076) for Q4 2026, but headline financial numerics could not be extracted automatically: no headline numerics found by parser nor by Financial Datasets fallback. The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: no headline numerics found by parser nor by Financial Datasets fallback.
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$5.32B

No prior period
EPS (adj)

$6.71

No prior period
Free Cash Flow

$980M

No prior period
Net Income

$1.38B

No prior period
Operating Income

$824M

No prior period
Gross Profit

$1.76B

No prior period

Revenue & EPS history

Spotify · Revenue · Quarterly

$5.32B

Q4 2026
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

For Q1 2026, Spotify expects continued user growth, stable revenue, and solid profitability despite foreign exchange headwinds.

Tailwinds

  • Total revenue guidance of approximately €4.5B for Q1 2026.
  • Premium subscribers expected to reach around 293M.
  • Total MAUs expected to grow to approximately 759M.
  • Operating income guided to approximately €660M.
  • Gross margin expected to remain above 32%.

Headwinds

  • Foreign exchange expected to create a meaningful revenue headwind.
  • Gross margin expected to decline sequentially from Q4 levels.
  • Advertising pricing softness may persist in some markets.
  • Higher marketing and personnel costs expected in Q1.
  • Seasonality could moderate sequential growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-0.8%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.5%

Avg return

30 days after

42%

14 / 33 earnings

Positive

+18.1%

Q4 2022

Best reaction

-21.5%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.3%-11.0%
Q4 2026-12.4%-11.0%
Q3 2025-2.1%-4.2%-12.9%
Q2 2025-11.5%-10.5%-1.9%
Q1 2025-3.5%+7.7%+6.5%
Q4 2024+13.2%+13.5%-1.0%
Q3 2024+13.9%+11.7%+17.0%
Q2 2024+13.9%+8.9%+15.8%
Q1 2024+3.3%+6.4%+10.4%
Q4 2023+7.9%+7.8%+21.1%
Q3 2023+4.7%+3.1%+17.2%
Q2 2023-8.9%-9.2%-17.1%
Q1 2023+1.3%+1.6%+12.3%
Q4 2022+18.1%+21.2%+18.5%
Q3 2022-10.8%-11.9%-17.3%
Q2 2022+10.2%+10.9%+5.1%
Q1 2022-7.0%-1.4%+2.3%
Q4 2021-21.5%-15.8%-33.6%
Q3 2021+14.6%+19.3%-0.5%
Q2 2021-4.9%-3.6%-4.6%
Q1 2021-10.5%-15.4%-17.5%
Q4 2020-8.8%-6.2%-20.3%
Q3 2020-13.1%-14.3%+0.5%
Q2 2020-2.0%-4.8%+4.6%
Q1 2020+8.4%+4.0%+29.4%
Q4 2019+0.0%-3.9%-5.9%
Q3 2019+12.7%+21.7%+18.4%
Q2 2019+0.3%-3.4%-13.0%
Q1 2019-1.8%-1.5%-9.1%
Q4 2018-5.9%-1.1%+0.6%
Q3 2018-7.1%-4.7%-8.9%
Q2 2018-0.9%-2.7%+2.3%
Q1 2018-2.7%-9.0%-3.4%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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